DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Uncommon Equity LLC
Latest filing Mar 31, 2026
First filing on the tape Jun 26, 2024 · 4 filings
SEC status approved since Jul 26, 2024
RAUM
$199M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
11
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$199M as of Mar 31, 2026
Mar 31, 2025$223M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20250 then
Employees (5.A)8 as of Mar 31, 2026
Mar 31, 20258 then
Private funds11 as of Mar 31, 2026
Mar 31, 202510 then
RAUM -11% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $18.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $857,661, 11 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$199M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $857,661 for 11 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Four Eleven Partners, LLC | Private Equity Fund | $178M | 30 | Jul 8, 2021 |
| Giant Steps Partners, LLC | Private Equity Fund | $34.9M | 30 | Jul 8, 2021 |
| Lola & Mango Holdings, LLC | Private Equity Fund | $26.8M | 8 | Jul 8, 2021 |
| City Capital Restoration Partners LLC | Private Equity Fund | $15.4M | 15 | Mar 28, 2024 |
| 205 Bbq Group, LLC | Private Equity Fund | $14.0M | 1 | Jul 8, 2021 |
| Crh Whisha LLC | Private Equity Fund | $5.9M | 25 | Apr 3, 2023 |
| Diedrich Holdings, LLC | Private Equity Fund | $5.7M | 21 | Jul 8, 2021 |
| Wasatch Safe & Security Partners, LLC | Private Equity Fund | $5.3M | 17 | Jul 8, 2021 |
| Blue Ridge Iaq LLC | Private Equity Fund | $266,906 | 4 | Jul 8, 2021 |
| Matt'S Cookie Company Holdings, LLC | Private Equity Fund | $203,649 | 14 | Mar 28, 2024 |
| Ccv Mcc Investor II, LLCno longer reported | Private Equity Fund | $0 | 6 | Jul 8, 2021 |
| Ccv Mcc Investor, LLCno longer reported | Private Equity Fund | $0 | 8 | Jul 8, 2021 |
| 3rd Rock Gaming Holdings, LLCno longer reported | Private Equity Fund | $0 | 16 | Jul 8, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Jordan Daniel Kipp · Managing Partnercontrolsince 04/2015 · owns 75% or more
- Katzen Abigail Mooney · Chief Compliance Officercontrolsince 06/2024 · owns less than 5%
- Allen Tibshrany · Managing Director And Co-Foundercontrolsince 04/2015 · owns less than 5%
- Mark Holroyd · Managing Director, Chief Financial Officer And Transaction Partnersince 09/2018 · owns less than 5%
Related persons
Schedule D 7.A
- Caldera River Holdings LLCpooled vehicle sponsory
- Ccv Servpro Manager, LLCpooled vehicle sponsory
- City Capital Partners, LLCpooled vehicle sponsory
- Gwn Gp I, LLCpooled vehicle sponsory
- Take 5 Gp, LLCpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 11Mar 31, 2025 to Mar 31, 2026
- Business name · CITY CAPITAL VENTURES, LLC to UNCOMMON EQUITY LLCMar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 10 to 11Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $841,500 to $857,661Mar 31, 2025 to Mar 31, 2026
- Legal name · CITY CAPITAL VENTURES, LLC to UNCOMMON EQUITY LLCMar 31, 2025 to Mar 31, 2026
- Private funds · 10 to 11Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $223M to $199MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $223M to $199MMar 31, 2025 to Mar 31, 2026
- RAUM · $223M to $199MMar 31, 2025 to Mar 31, 2026
- Assets in custody · unset to 841500.0Dec 13, 2024 to Mar 31, 2025
- Custody of client assets · false to trueDec 13, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 13, 2024 to Mar 31, 2025
- Discretionary RAUM · $286M to $223MDec 13, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $286M to $223MDec 13, 2024 to Mar 31, 2025
- RAUM · $286M to $223MDec 13, 2024 to Mar 31, 2025
- Private funds · 20 to 10Jun 26, 2024 to Dec 13, 2024
Signals
1 dated events
- City Capital Ventures, Llc filed its initial SEC registration (Form ADV)Jun 26, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Uncommon Equity LLC · Independent Sponsorsshared crd · capital_provider
- City Capital Ventures, LLC · Private Equityshared crd · organization
- City Capital Ventures, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/uncommonequityllcreportedpublic record, Form ADV, Sep 17, 2026
- Website
- uncommonequity.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 312-546-8140reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026